How do I create an invoice for a client?

Set up a billing firm first (once)

A billing firm is the legal identity that issues your invoices. It has its own PAN, GSTIN, bank account and invoice number series. You can have more than one.

1. Open Expenses & Billing in the left menu, then click Billing Firms.
2. Click + Add Billing Firm.
3. Type the Firm Name, choose the GST Status and the Place of Supply (State).
4. Type the GSTIN, if the firm is registered, and the bank details.
5. Save the billing firm.

Option 1: bill finished work

1. Open Expenses & Billing in the left menu and click Invoices. Then click Generate Invoices.
2. Choose the Billing Firm.
3. Tick the clients you want to bill. The list shows each client’s unbilled amount.
4. Click Generate Invoices for Selected.

Option 2: type an invoice

1. On the Invoices page, click + New Invoice.
2. Choose the client under Bill To. Its billable task fees are loaded for you.
3. Choose the Billing Firm and check the Issue Date.
4. Check each line. Choose Professional Fee or Government Fee / Reimbursement for each one.
5. Click Save as Draft, or click Send to Client.

How GST is worked out

• If the firm and the client are in the same state, DueFiler adds CGST and SGST.
• If they are in different states, DueFiler adds IGST.
• A government fee is a reimbursement. It carries no GST.
• If the billing firm is not registered for GST, no GST is added.

Send it and follow up

1. Open the draft and click Send to Client.
2. Choose the mailbox to send from and check the client’s email address.
3. Click Confirm & Send. The client gets the PDF by email.

On a sent invoice you can click Remind to send a payment reminder, and Mark Paid when the money arrives. Mark as Issued (No Email) is for an invoice you hand over yourself.